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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,457 | $75,183+70.9% | $123,894+3.7% | $55,167+132.8% |
| Participation rate | 73.0% | 72.8%+0.2pp | 81.4%-8.4pp | 69.0%+4.0pp |
| Annual return | 10.13% | 19.01%-8.9pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $5,011 | $2,823+77.5% | $4,617+8.5% | $1,963+155.3% |
| Participant deferral / active EE | $4,136 | $5,084-18.7% | $5,984-30.9% | $3,054+35.4% |
| Admin fee / account holder | $3,320 | $663+401.1% | $8,357-60.3% | $504+558.8% |